MindyB
Expert Alumni

Retirement tax questions

In order to correct this, you should report that it was a rollover.  

  1. Revisit the 1099-R you already entered — you can use the magnifying glass in the upper right of your screen, type "1099-R", and choose the first option "Jump to 1099-R"
  2. Choose the page and magnifying glass icon next to the 1099-R  to edit it.
  3. Continue until you reach the screen that says, "Did you roll over all of this $xx (Box 1) to another retirement account?".  Answer "Yes"

 

Here are the full instructions to report a Backdoor Roth: How do I enter a backdoor Roth IRA conversion?